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Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Taxpayer Protection and Preparer Proficiency Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines Internal Revenue Service free file program, education on H&R Blocks participation in the program and June notification that it will be exiting the program
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. via H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
2020 · third_quarter · 3A
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1624, Help End Abusive Living Situations (HEALS) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines
Source: Senate LDA
Taxpayer Protection and Preparer Proficiency Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1624, Help End Abusive Living Situations (HEALS) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines
Taxpayer Protection and Preparer Proficiency Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions setting a minimum standard for tax preparers H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing deadline Issues related to Internal Revenue Code 7216, Disclosure or use of information by preparers of returns Issues relating to the administration of stimulus payments
Taxpayer Protection and Preparer Proficiency Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1624, Help End Abusive Living Situations (HEALS) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines
To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers.
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines Internal Revenue Service free file program, education on H&R Blocks participation in the program and June notification that it will be exiting the program
To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers.
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions setting a minimum standard for tax preparers H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing deadline Issues related to Internal Revenue Code 7216, Disclosure or use of information by preparers of returns Issues relating to the administration of stimulus payments
To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers.
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1624, Help End Abusive Living Situations (HEALS) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines
To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers.
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1624, Help End Abusive Living Situations (HEALS) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines
Paycheck Protection Program Flexibility Act of 2020
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1624, Help End Abusive Living Situations (HEALS) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines
Paycheck Protection Program Flexibility Act of 2020
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1624, Help End Abusive Living Situations (HEALS) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines
Paycheck Protection Program Flexibility Act of 2020
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines Internal Revenue Service free file program, education on H&R Blocks participation in the program and June notification that it will be exiting the program
CARES Act
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines Internal Revenue Service free file program, education on H&R Blocks participation in the program and June notification that it will be exiting the program
CARES Act
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1624, Help End Abusive Living Situations (HEALS) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines
CARES Act
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1624, Help End Abusive Living Situations (HEALS) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines
Tax Filing Simplification Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1624, Help End Abusive Living Situations (HEALS) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines
Tax Filing Simplification Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines Internal Revenue Service free file program, education on H&R Blocks participation in the program and June notification that it will be exiting the program
Tax Filing Simplification Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1624, Help End Abusive Living Situations (HEALS) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines
HEALS Act
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1624, Help End Abusive Living Situations (HEALS) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines
HEALS Act
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1624, Help End Abusive Living Situations (HEALS) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines
Great American Outdoors Act
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Tax administration and tax fraud prevention; Taxpayer Service Standards; H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers; Preparer Tax Identification Number (PTIN) issuance reform; S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 1957, Taxpayer First Act of 2019; S. 928, Taxpayer First Act of 2019; S. 1194, Tax Simplification Act of 2019; IRC 7216, Disclosure or use of information by preparers of returns;
Great American Outdoors Act
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Tax administration and tax fraud prevention; Taxpayer Service Standards; H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers; Preparer Tax Identification Number (PTIN) issuance reform; S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 1957, Taxpayer First Act of 2019; S. 928, Taxpayer First Act of 2019; S. 1194, Tax Simplification Act of 2019; IRC 7216, Disclosure or use of information by preparers of returns;
Great American Outdoors Act
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Improve tax administration and tax fraud prevention; Promote minimum competency for tax return preparers; Regulatory reform; IRS reform H.R. 1957, Taxpayer First Act of 2019 S. 928, Taxpayer First Act of 2019 Education on administration of the Government Populated Return. Education on administration of the Free File program. Taxpayer Service Standards Issuance and revocation of the Preparer Tax Identification Number S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019 H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019 H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers. IRC 7216, Disclosure or use of information by preparers of returns; Safeguarding and appropriate handling of taxpayer data
Taxpayer Protection and Preparer Proficiency Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Tax administration and tax fraud prevention; Taxpayer Service Standards; H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers; Preparer Tax Identification Number (PTIN) issuance reform; S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 1957, Taxpayer First Act of 2019; S. 928, Taxpayer First Act of 2019; S. 1194, Tax Simplification Act of 2019; IRC 7216, Disclosure or use of information by preparers of returns;
Taxpayer Protection and Preparer Proficiency Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Tax administration and tax fraud prevention; Taxpayer Service Standards; H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers; Preparer Tax Identification Number (PTIN) issuance reform; S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 1957, Taxpayer First Act of 2019; S. 928, Taxpayer First Act of 2019; S. 1194, Tax Simplification Act of 2019; IRC 7216, Disclosure or use of information by preparers of returns;
Taxpayer Protection and Preparer Proficiency Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Improve tax administration and tax fraud prevention; Promote minimum competency for tax return preparers; Regulatory reform; IRS reform H.R. 1957, Taxpayer First Act of 2019 S. 928, Taxpayer First Act of 2019 Education on administration of the Government Populated Return. Education on administration of the Free File program. Taxpayer Service Standards Issuance and revocation of the Preparer Tax Identification Number S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019 H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019 H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers. IRC 7216, Disclosure or use of information by preparers of returns; Safeguarding and appropriate handling of taxpayer data
To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers.
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Tax administration and tax fraud prevention; Taxpayer Service Standards; H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers; Preparer Tax Identification Number (PTIN) issuance reform; S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 1957, Taxpayer First Act of 2019; S. 928, Taxpayer First Act of 2019; S. 1194, Tax Simplification Act of 2019; IRC 7216, Disclosure or use of information by preparers of returns;
To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers.
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Tax administration and tax fraud prevention; Taxpayer Service Standards; H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers; Preparer Tax Identification Number (PTIN) issuance reform; S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 1957, Taxpayer First Act of 2019; S. 928, Taxpayer First Act of 2019; S. 1194, Tax Simplification Act of 2019; IRC 7216, Disclosure or use of information by preparers of returns;
To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers.
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Improve tax administration and tax fraud prevention; Promote minimum competency for tax return preparers; Regulatory reform; IRS reform H.R. 1957, Taxpayer First Act of 2019 S. 928, Taxpayer First Act of 2019 Education on administration of the Government Populated Return. Education on administration of the Free File program. Taxpayer Service Standards Issuance and revocation of the Preparer Tax Identification Number S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019 H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019 H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers. IRC 7216, Disclosure or use of information by preparers of returns; Safeguarding and appropriate handling of taxpayer data
Taxpayer Protection and Preparer Proficiency Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Tax administration and tax fraud prevention; Taxpayer Service Standards; H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers; Preparer Tax Identification Number (PTIN) issuance reform; S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 1957, Taxpayer First Act of 2019; S. 928, Taxpayer First Act of 2019; S. 1194, Tax Simplification Act of 2019; IRC 7216, Disclosure or use of information by preparers of returns;
Taxpayer Protection and Preparer Proficiency Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Improve tax administration and tax fraud prevention; Promote minimum competency for tax return preparers; Regulatory reform; IRS reform H.R. 1957, Taxpayer First Act of 2019 S. 928, Taxpayer First Act of 2019 Education on administration of the Government Populated Return. Education on administration of the Free File program. Taxpayer Service Standards Issuance and revocation of the Preparer Tax Identification Number S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019 H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019 H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers. IRC 7216, Disclosure or use of information by preparers of returns; Safeguarding and appropriate handling of taxpayer data
Taxpayer Protection and Preparer Proficiency Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Tax administration and tax fraud prevention; Taxpayer Service Standards; H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers; Preparer Tax Identification Number (PTIN) issuance reform; S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 1957, Taxpayer First Act of 2019; S. 928, Taxpayer First Act of 2019; S. 1194, Tax Simplification Act of 2019; IRC 7216, Disclosure or use of information by preparers of returns;
Tax Filing Simplification Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Tax administration and tax fraud prevention; Taxpayer Service Standards; H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers; Preparer Tax Identification Number (PTIN) issuance reform; S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 1957, Taxpayer First Act of 2019; S. 928, Taxpayer First Act of 2019; S. 1194, Tax Simplification Act of 2019; IRC 7216, Disclosure or use of information by preparers of returns;
Tax Filing Simplification Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Tax administration and tax fraud prevention; Taxpayer Service Standards; H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers; Preparer Tax Identification Number (PTIN) issuance reform; S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 1957, Taxpayer First Act of 2019; S. 928, Taxpayer First Act of 2019; S. 1194, Tax Simplification Act of 2019; IRC 7216, Disclosure or use of information by preparers of returns;
Taxpayer First Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Tax administration and tax fraud prevention; Taxpayer Service Standards; H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers; Preparer Tax Identification Number (PTIN) issuance reform; S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 1957, Taxpayer First Act of 2019; S. 928, Taxpayer First Act of 2019; S. 1194, Tax Simplification Act of 2019; IRC 7216, Disclosure or use of information by preparers of returns;
Taxpayer First Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Tax administration and tax fraud prevention; Taxpayer Service Standards; H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers; Preparer Tax Identification Number (PTIN) issuance reform; S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 1957, Taxpayer First Act of 2019; S. 928, Taxpayer First Act of 2019; S. 1194, Tax Simplification Act of 2019; IRC 7216, Disclosure or use of information by preparers of returns;
Taxpayer First Act of 2019
Client: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. · Firm: H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Improve tax administration and tax fraud prevention; Promote minimum competency for tax return preparers; Regulatory reform; IRS reform H.R. 1957, Taxpayer First Act of 2019 S. 928, Taxpayer First Act of 2019 Education on administration of the Government Populated Return. Education on administration of the Free File program. Taxpayer Service Standards Issuance and revocation of the Preparer Tax Identification Number S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019 H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019 H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers. IRC 7216, Disclosure or use of information by preparers of returns; Safeguarding and appropriate handling of taxpayer data
Issues related to education on tax-time financial products and small dollar lending
House Energy and Commerce Committee draft privacy bill titled Setting an American Framework to Ensure Data Access, Transparency, and Accountability (SAFE DATA) Act, issues relating to Federal preemption, private right of action, the definition of personal information and consent requirements Potential liability shield legislation Internal Revenue Service code section 7216, including issues pertaining to modernizing this rule
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. via H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
2020 · third_quarter · Q3
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1624, Help End Abusive Living Situations (HEALS) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines
Issues related to education on tax-time financial products and small dollar lending
House Energy and Commerce Committee draft privacy bill titled Setting an American Framework to Ensure Data Access, Transparency, and Accountability (SAFE DATA) Act, issues relating to Federal preemption, private right of action, the definition of personal information and consent requirements Potential liability shield legislation Internal Revenue Service code section 7216, including issues pertaining to modernizing this rule
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. via H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
2020 · second_quarter · Q2
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines Internal Revenue Service free file program, education on H&R Blocks participation in the program and June notification that it will be exiting the program
Issues related to education on tax-time financial products and small dollar lending
House Energy and Commerce Committee draft privacy bill, issues relating to Federal preemption, private right of action, the definition of personal information and consent requirements Potential liability shield legislation Internal Revenue Service code section 7216, including issues pertaining to modernizing this rule
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. via H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
2020 · first_quarter · Q1
H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions setting a minimum standard for tax preparers H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing deadline Issues related to Internal Revenue Code 7216, Disclosure or use of information by preparers of returns Issues relating to the administration of stimulus payments
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. via H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
2019 · fourth_quarter · Q4
Issues with tax-time financial products (Refund Advance and Refund Transfer) and financial product innovation; Small dollar lending
Tax administration and tax fraud prevention; Taxpayer Service Standards; H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers; Preparer Tax Identification Number (PTIN) issuance reform; S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 1957, Taxpayer First Act of 2019; S. 928, Taxpayer First Act of 2019; S. 1194, Tax Simplification Act of 2019; IRC 7216, Disclosure or use of information by preparers of returns;
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. via H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
2019 · third_quarter · Q3
Issues with tax-time financial products (Refund Advance and Refund Transfer) and financial product innovation; Small dollar lending
Tax administration and tax fraud prevention; Taxpayer Service Standards; H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers; Preparer Tax Identification Number (PTIN) issuance reform; S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019; H.R. 1957, Taxpayer First Act of 2019; S. 928, Taxpayer First Act of 2019; S. 1194, Tax Simplification Act of 2019; IRC 7216, Disclosure or use of information by preparers of returns;
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. via H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
2019 · second_quarter · Q2
Issues with financial products and financial product innovation; FinTech; Consumer privacy
Improve tax administration and tax fraud prevention; Promote minimum competency for tax return preparers; Regulatory reform; IRS reform H.R. 1957, Taxpayer First Act of 2019 S. 928, Taxpayer First Act of 2019 Education on administration of the Government Populated Return. Education on administration of the Free File program. Taxpayer Service Standards Issuance and revocation of the Preparer Tax Identification Number S. 1192, Taxpayer Protection and Preparer Proficiency Act of 2019 H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019 H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers. IRC 7216, Disclosure or use of information by preparers of returns; Safeguarding and appropriate handling of taxpayer data
Filing targets: HOUSE OF REPRESENTATIVES, SENATE